Jeffrey G. Cribbs

CHICAGO WEALTH MANAGEMENT

Chicago, IL 60606

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CRD#: 1727123

Professional summary

Jeffrey George Cribbs, CFP® is a registered financial advisor currently at CHICAGO WEALTH MANAGEMENT, INC. located in Chicago, Illinois.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Jeffrey has worked at 5 firms and has passed the Series 65, Series 63, Series 7, Series 22, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey George Cribbs's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1992

Experience

Current

June 28, 1998 - Present

CHICAGO WEALTH MANAGEMENT, INC.

Office #1: Two North Riverside Plaza Suite 1620, Chicago, IL 60606

RIA

CRD#: 112271

Chicago, IL

Past

July 1, 1993 - May 21, 2002

THE O.N. EQUITY SALES COMPANY

CRD#: 2936

CINCINNATI, OH

Past

February 12, 1991 - June 30, 1993

LASALLE ST SECURITIES, L.L.C.

CRD#: 7191

ELMHURST, IL

Past

March 13, 1989 - February 13, 1991

DREHER & ASSOCIATES, INC.

CRD#: 8665

OAKBROOK TERRACE, IL

Past

August 31, 1987 - March 29, 1989

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

RADNOR, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CHICAGO WEALTH MANAGEMENT, INC.

CHICAGO WEALTH MANAGEMENT, INC. | FOCUS FINANCIAL GROUP, INC. | CRIBBS, JEFFREY GEORGE

CRD#: 112271 / SEC#: 801-66548

RIA

Registered Investment Advisory firm - (5/19/2006 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(6/28/1998)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/10/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/3/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/20/1989

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 11/3/1987

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 8/26/1987

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/12/1989

General Securities Principal Examination

Current Firm

CHICAGO WEALTH MANAGEMENT, INC.

CHICAGO WEALTH MANAGEMENT, INC. | FOCUS FINANCIAL GROUP, INC. | CRIBBS, JEFFREY GEORGE

CRD#: 112271 / SEC#: 801-66548

RIA

Registered Investment Advisory firm - (5/19/2006 Approved)

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Contact information

Main Address

Two North Riverside Plaza Suite 1620, Chicago, IL 60606

Mailing Address

Phone number

(312) 376-8350

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CHICAGO WEALTH_PART 2 A BROCHURE (3/25/2025)

Regulatory assets under management

Total Number of Accounts	1,018
AUM (Assets Under Management)	$ 307,378,403

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Jeffrey G. Cribbs

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey George Cribbs's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE O.N. EQUITY SALES COMPANY

LASALLE ST SECURITIES, L.L.C.

DREHER & ASSOCIATES, INC.

LINCOLN FINANCIAL DISTRIBUTORS, INC.

Primary Firm SEC Registration

CHICAGO WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/10/1999

Series 63

Date: 11/3/1987

Series 7

Date: 5/20/1989

Series 22

Date: 11/3/1987

Series 6

Date: 8/26/1987

Series 24

Date: 9/12/1989

Current Firm

CHICAGO WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CHICAGO WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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